Anic Equity¶
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Total return since start: 0.614 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49315.92 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43377.33 Kr¶
PnL: ---------------------------------------> -1498.25 Kr¶
DD now: ---------------------------------> -7.162 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-22 16:41:47.384035'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | -1.830000 | 1519.460000 | 96.460000 | 6.780000 | 1423.000014 |
| Hennes & Mauritz B | 6 | 1.470000 | 930.360000 | 18.360000 | 2.010000 | 912.000000 |
| Nederman Holding | 1 | 1.460000 | 209.000000 | 10.000000 | 5.030000 | 199.000000 |
| JM | 7 | 2.560000 | 954.800000 | 4.800000 | 0.510000 | 950.000002 |
| INVISIO | 15 | 0.000000 | 3570.000000 | -2.000000 | -0.060000 | 3571.999995 |
| Atrium Ljungberg B | 5 | -0.770000 | 896.500000 | -7.500000 | -0.830000 | 904.000000 |
| Profoto Holding | 7 | -0.730000 | 572.600000 | -9.400000 | -1.620000 | 581.999999 |
| ASSA ABLOY B | 4 | -0.770000 | 981.200000 | -11.800000 | -1.190000 | 993.000000 |
| BioGaia B | 8 | -1.150000 | 890.400000 | -13.600000 | -1.500000 | 904.000000 |
| Bufab | 3 | 0.170000 | 1060.200000 | -15.800000 | -1.470000 | 1076.000001 |
| Eastnine | 6 | -2.200000 | 640.800000 | -16.200000 | -2.470000 | 657.000000 |
| Biotage | 1 | -0.980000 | 131.700000 | -17.300000 | -11.610000 | 149.000000 |
| OX2 | 12 | -0.340000 | 888.000000 | -21.000000 | -2.310000 | 909.000000 |
| Vitrolife | 3 | -1.090000 | 651.000000 | -26.000000 | -3.840000 | 677.000001 |
| Creaspac SPAC | 40 | -0.210000 | 3808.000000 | -26.000000 | -0.680000 | 3834.000000 |
| Alimak Group | 12 | -0.240000 | 980.400000 | -26.600000 | -2.640000 | 1007.000004 |
| AcadeMedia | 20 | -1.610000 | 950.400000 | -27.600000 | -2.820000 | 978.000000 |
| Investor B | 3 | -0.380000 | 626.400000 | -31.600000 | -4.800000 | 657.999999 |
| Latour B | 4 | -0.720000 | 823.600000 | -32.400000 | -3.790000 | 856.000000 |
| Hexatronic Group | 15 | -0.350000 | 1037.700000 | -33.300000 | -3.110000 | 1071.000000 |
| Sandvik | 4 | -0.970000 | 814.000000 | -34.000000 | -4.010000 | 848.000000 |
| EQT | 4 | 0.970000 | 835.600000 | -37.400000 | -4.280000 | 873.000000 |
| Vitec Software Group B | 2 | -0.930000 | 1066.000000 | -38.000000 | -3.440000 | 1104.000000 |
| Sagax A | 4 | 0.000000 | 848.000000 | -38.000000 | -4.290000 | 886.000000 |
| Byggmax Group | 33 | -0.640000 | 928.620000 | -38.380000 | -3.970000 | 966.999990 |
| Hoist Finance | 36 | -0.920000 | 972.000000 | -39.000000 | -3.860000 | 1010.999988 |
| Addnode Group B | 7 | -0.880000 | 865.200000 | -39.800000 | -4.400000 | 904.999998 |
| Sagax B | 4 | -1.260000 | 844.800000 | -40.200000 | -4.540000 | 885.000000 |
| SKF B | 5 | -0.500000 | 939.750000 | -40.250000 | -4.110000 | 980.000000 |
| Gränges | 10 | -2.010000 | 998.500000 | -40.500000 | -3.900000 | 1039.000000 |
| Platzer Fastigheter Holding B | 12 | -0.130000 | 908.400000 | -42.600000 | -4.480000 | 951.000000 |
| Catena | 2 | -0.160000 | 761.600000 | -44.400000 | -5.510000 | 806.000000 |
| HEXPOL B | 8 | 0.360000 | 890.400000 | -66.600000 | -6.960000 | 957.000000 |
| Orrön Energy | 170 | -2.020000 | 1935.450000 | -110.550000 | -5.400000 | 2045.999980 |
| Hexagon B | 26 | -1.130000 | 3300.700000 | -119.300000 | -3.490000 | 3420.000012 |
| VEF | 788 | -0.450000 | 1760.390000 | -142.610000 | -7.490000 | 1903.000300 |
| Sedana Medical | 93 | 0.940000 | 2585.400000 | -398.180000 | -13.350000 | 2983.577733 |
| TOTAL | 43377.330000 | -1498.250000 | -7.16191% | 44875.578016 |
Updated:¶
'2023-06-22 16:42:04.063178'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
